Sun Life FinancialSLF
13F holders, Q1 2026 (March 31)451holders +11
40new positions
29sold out
7famous investors
$62.72avg. 13F price*
At the end of Q1 2026, 451 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 11 from Q4 2025. 40 opened new positions and 29 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Capital Management LLC ($1.0B) and TD Asset Management Inc ($875.7M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $192.2M |
| Exits | 29 | $27.4M |
All 13F filers, Q4 2025 → Q1 2026: 21,298,513 shares bought and 16,834,836 shares sold, net +4,463,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Royal Bank of Canada | 0.49% | Reduce -8.1% | 41,647,668 | $2.6B |
| Vanguard Capital Management LLC | 0.02% | — | 15,974,651 | $1.0B |
| TD Asset Management Inc | 0.71% | Reduce -8.6% | 14,022,998 | $875.7M |
| Bank of Montreal | 0.27% | Add +0.5% | 10,383,850 | $650.7M |
| Cibc World Market Inc. | 1.03% | Add +39.1% | 9,316,439 | $583.5M |
| 1832 Asset Management L.P. | 0.75% | Reduce -11.2% | 9,063,878 | $567.0M |
| Toronto Dominion Bank | 0.86% | Add +13.0% | 7,050,377 | $441.8M |
| Manufacturers Life Insurance Company, The | 0.38% | Reduce -9.2% | 6,945,264 | $434.7M |
| Bank of Nova Scotia | 0.76% | Add +14.7% | 6,869,280 | $430.2M |
| National Bank of Canada | 0.43% | Add +5.7% | 6,679,041 | $417.1M |
| Mackenzie Financial Corp. | 0.46% | Reduce -1.7% | 6,102,537 | $382.3M |
| Geode Capital Management, LLC | 0.02% | Add +4.6% | 5,786,056 | $375.0M |
| FMR LLC | 0.02% | Add +8.8% | 5,846,899 | $366.3M |
| TD Waterhouse Canada Inc. | 1.03% | Add +152.7% | 5,528,134 | $345.9M |
| Federation des caisses Desjardins du Quebec | 1.23% | Reduce -1.6% | 5,482,153 | $341.0M |
| Vanguard Fiduciary Trust Co. | 0.08% | — | 4,910,508 | $307.6M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -19.9% | 3,991,930 | $250.1M |
| Vanguard Global Advisers, LLC | 0.13% | — | 3,953,128 | $247.7M |
| Legal & General Group Plc | 0.06% | Reduce -1.7% | 3,829,736 | $239.2M |
| Letko, Brosseau & Associates Inc. | 3.29% | Add +1.8% | 3,264,408 | $203.9M |
| Scotia Capital Inc. | 0.84% | Reduce -0.3% | 3,262,998 | $203.6M |
| Morgan Stanley | 0.01% | Reduce -24.4% | 2,986,394 | $186.8M |
| Beutel, Goodman & Co Ltd. | 1.23% | Reduce -8.4% | 2,907,092 | $181.5M |
| JPMorgan Chase & Co. | 0.01% | Add +6.8% | 2,765,802 | $171.3M |
| Fiera Capital Corp | 0.49% | Add +239.9% | 2,301,995 | $144.0M |
| Cardinal Capital Management, Inc. | 3.76% | Add +107.7% | 2,231,424 | $139.4M |
| Wellington Management Group LLP | 0.03% | Reduce -3.3% | 2,170,349 | $135.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +34.6% | 2,118,954 | $132.6M |
| Swiss National Bank | 0.07% | Add +25.5% | 1,864,200 | $116.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,746,871 | $109.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.9% | 1,701,928 | $106.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.17% | Add +2187.4% | 1,601,200 | $100.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.21% | Reduce -45.9% | 1,485,780 | $93.0M |
| Picton Mahoney Asset Management | 0.90% | New | 1,374,917 | $86.2M |
| CIBC Asset Management Inc | 0.21% | Add +1.0% | 1,358,872 | $84.9M |
| Invesco Ltd. | 0.01% | Reduce -14.1% | 1,188,494 | $74.4M |
| Amundi | 0.02% | Reduce -4.5% | 1,176,481 | $73.6M |
| Bank of America Corp. | 0.01% | Reduce -29.5% | 1,130,209 | $70.7M |
| Value Partners Investments Inc. | 5.37% | Add +0.2% | 1,126,224 | $70.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 1,115,506 | $69.9M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $66.7M |
| Deutsche Bank AG | 0.02% | Reduce -11.3% | 1,005,742 | $62.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +224.9% | 1,001,312 | $62.7M |
| Agf Management Ltd. | 0.28% | Add +0.5% | 712,939 | $62.1M |
| Alberta Investment Management Corp | 0.42% | Add +5.8% | 981,353 | $61.5M |
| Caisse de depot et placement du Quebec | 0.10% | Add +160.8% | 957,032 | $59.8M |
| BlackRock, Inc. | 0.00% | Add +7.0% | 914,083 | $57.2M |
| BCV Asset Management Inc. | 1.89% | Add +1.4% | 879,984 | $54.9M |
| Jupiter Asset Management Ltd. | 0.28% | New | 852,474 | $53.2M |
| Mufg Securities (canada), LTD. | 1.48% | Reduce -3.2% | 821,562 | $51.4M |
| Van Eck Associates Corp. | 0.04% | Add +37.1% | 740,277 | $46.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Add +55.4% | 712,130 | $44.6M |
| UBS Group AG | 0.01% | Add +18.1% | 705,808 | $44.2M |
| Todd Asset Management LLC | 0.81% | Add +0.9% | 662,058 | $41.4M |
| GMO | 0.10% | Add +20.4% | 637,630 | $39.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 624,703 | $39.1M |
| Aviva PLC | 0.06% | Add +2.8% | 585,303 | $36.6M |
| First Trust Advisors LP | 0.03% | Reduce -13.4% | 580,306 | $36.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -47.6% | 555,013 | $34.7M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +1.0% | 553,663 | $34.6M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 541,414 | $33.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -9.8% | 540,795 | $33.6M |
| Public Sector Pension Investment Board | 0.10% | Add +25.4% | 520,747 | $32.6M |
| AQR Capital Management | 0.01% | Reduce -34.4% | 523,733 | $32.4M |
| QV Investors Inc. | 2.61% | Reduce -35.3% | 516,510 | $32.3M |
| Guardian Capital LP | 0.78% | Add +0.5% | 470,211 | $29.4M |
| Korea Investment CORP | 0.06% | Reduce -13.5% | 428,328 | $26.7M |
| Pictet Asset Management Holding SA | 0.03% | Add +27.6% | 420,144 | $26.2M |
| Intact Investment Management Inc. | 0.73% | Reduce -79.7% | 407,711 | $25.5M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 403,750 | $25.3M |
| Nicola Wealth Management LTD. | 2.97% | Add +7.5% | 394,400 | $24.7M |
| American Century Companies Inc. | 0.01% | Add +30.6% | 388,494 | $24.3M |
| Nuveen, LLC | 0.01% | Reduce -0.8% | 389,014 | $24.3M |
| Purpose Unlimited Inc. | 1.00% | Add +81.7% | 383,668 | $24.0M |
| Northwest & Ethical Investments L.P. | 0.54% | Reduce -15.5% | 374,296 | $23.5M |
| Bank of Nova Scotia Trust Co. | 1.90% | Add +14.0% | 353,727 | $22.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -24.4% | 334,736 | $21.0M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.0% | 319,778 | $20.0M |
| OMERS ADMINISTRATION Corp | 0.13% | New | 317,537 | $19.8M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.27% | Add +54.8% | 286,362 | $17.9M |
| Franklin Resources Inc. | 0.00% | Add +21.9% | 280,090 | $17.6M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 274,246 | $17.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -34.6% | 265,057 | $16.5M |
| Munich Reinsurance Co Stock Corp in Munich | 0.40% | Add +637.2% | 259,903 | $16.2M |
| APG Asset Management N.V. | 0.05% | No change | 299,208 | $16.2M |
| Man Group plc | 0.03% | Reduce -19.9% | 253,454 | $15.8M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $15.7M |
| Bridgewater Associates | 0.07% | Reduce -18.2% | 250,635 | $15.7M |
| Kepler Cheuvreux (Suisse) SA | 0.99% | No change | 170,360 | $14.8M |
| Mn Services Vermogensbeheer B.V. | 0.09% | No change | 219,593 | $13.7M |
| Montrusco Bolton Investments Inc. | 0.19% | Reduce -1.3% | 200,841 | $12.5M |
| SIG North Trading, ULC | 2.44% | Reduce -25.1% | 194,641 | $12.2M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -3.2% | 190,289 | $11.9M |
| Quantinno Capital Management LP | 0.02% | Add +30.5% | 189,760 | $11.9M |
| Quadrature Capital Ltd | 0.14% | Add +63.4% | 188,200 | $11.8M |
| Sienna Gestion | 0.76% | No change | 186,385 | $11.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -11.3% | 174,700 | $10.9M |
| Zurich Insurance Group Ltd | 0.08% | New | 166,326 | $10.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -49.9% | 162,480 | $10.1M |
| Addenda Capital Inc. | 0.28% | Reduce -0.7% | 112,410 | $9.8M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.